Latest Institutional Transactions on American Express CO (AXP)
This table provides information on the latest institutional transactions involving American Express CO (AXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
312+ 13.8% |
$79.7K - $102K
|
2.57K
$757K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-152- 0.48% |
$38.8K - $49.5K
|
31.2K
$9.18M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 5.05% |
$24.8K - $31.6K
|
1.82K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.24KNew |
$827K - $1.06M
|
3.24K
$953K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 81.04% |
$314K - $401K
|
2.75K
$809K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-37- 0.12% |
$9.45K - $12.1K
|
31.4K
$9.23M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
702+ 11.38% |
$179K - $229K
|
6.87K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-15- 0.56% |
$3.83K - $4.89K
|
2.68K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
76+ 3.46% |
$19.4K - $24.8K
|
2.28K
$669K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.71K+ 144.08% |
$948K - $1.21M
|
6.29K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
65+ 1.61% |
$16.6K - $21.2K
|
4.11K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9K+ 82.03% |
$2.77M - $3.54M
|
24.1K
$7.09M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
106+ 1.3% |
$27.1K - $34.5K
|
8.28K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.34% |
$255 - $326
|
294
$86.5K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
25+ 1.75% |
$6.38K - $8.15K
|
1.45K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-128- 0.84% |
$32.7K - $41.7K
|
15.1K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 1.48% |
$3.83K - $4.89K
|
998
$294K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-113- 3.75% |
$28.9K - $36.8K
|
2.9K
$854K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.11KNew |
$284K - $362K
|
1.11K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.72K- 5.92% |
$440K - $561K
|
27.4K
$8.05M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.92K+ 122.5% |
$1.51M - $1.93M
|
10.8K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-244- 1.06% |
$62.3K - $79.5K
|
22.7K
$6.68M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-119- 0.07% |
$30.4K - $38.8K
|
165K
$48.6M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 6.37% |
$59.5K - $75.9K
|
3.43K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
736+ 18.0% |
$188K - $240K
|
4.82K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-230K- 40.64% |
$58.7M - $75M
|
336K
$98.8M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
13.4K+ 45.27% |
$3.42M - $4.37M
|
43K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-84.2K- 31.58% |
$21.5M - $27.4M
|
182K
$53.7M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.12% |
$255 - $326
|
817
$240K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1+ 0.06% |
$255 - $326
|
1.61K
$475K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-9.19K- 63.29% |
$2.35M - $3M
|
5.33K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5- 0.65% |
$1.28K - $1.63K
|
761
$224K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-12.8K- 2.36% |
$3.26M - $4.16M
|
529K
$156M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-75- 3.05% |
$19.2K - $24.4K
|
2.39K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.16K+ 9.85% |
$296K - $377K
|
12.9K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 7.9% |
$32.4K - $41.4K
|
1.48K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-63- 1.28% |
$16.1K - $20.5K
|
4.87K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-35- 0.69% |
$8.94K - $11.4K
|
5.03K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
142+ 3.06% |
$36.3K - $46.3K
|
4.78K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-19- 1.34% |
$4.85K - $6.19K
|
1.4K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
532+ 0.46% |
$136K - $173K
|
116K
$34M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.39KNew |
$1.12M - $1.43M
|
4.39K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
181+ 1.81% |
$46.2K - $59K
|
10.2K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 21.24% |
$447K - $570K
|
9.99K
$2.94M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-290- 4.54% |
$74.1K - $94.5K
|
6.1K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-360- 6.0% |
$91.9K - $117K
|
5.64K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
388+ 0.57% |
$99.1K - $126K
|
68.7K
$20.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-211- 1.12% |
$53.9K - $68.8K
|
18.7K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-677K- 7.92% |
$173M - $221M
|
7.87M
$2.32B
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-341- 0.91% |
$87.1K - $111K
|
37.3K
$11M
|